APHQX
Price
$15.81
Change
+$0.08 (+0.51%)
Updated
Jul 25 closing price
Net Assets
1.02B
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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APHQX vs JVMSX

Header iconAPHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSXBanner chart's image
Artisan Mid Cap Value Institutional
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHQX is a Buy and JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. APHQX (1.03B). APHQX pays higher dividends than JVMSX: APHQX (0.73) vs JVMSX (0.42). APHQX was incepted earlier than JVMSX: APHQX (13 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. APHQX (-0.44). JVMSX return over 5 years is better than : 55.91 vs. APHQX (2.96).
APHQXJVMSXAPHQX / JVMSX
Total Expense Ratio0.951.2576%
Annual Report Gross Expense Ratio0.951.2675%
Fund Existence13 years13 years-
Gain YTD2.0669.06423%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B23.1B4%
Annual Yield % from dividends0.730.42174%
Returns for 1 year-0.440.75-59%
Returns for 3 years-14.5720.42-71%
Returns for 5 years2.9655.915%
Returns for 10 years-29.8146.42-64%
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